Commodities markets are stabilizing as investors balance safe-haven positioning  with a broader return of risk appetite following progress in U.S. political negotiations and a calmer global tone. Gold, oil, and key industrial metals are each trading in narrower ranges after several volatile sessions dominated by political uncertainty and shifting interest rate expectations. Gold Supported by Steady Demand Gold continues to attract moderate safe-haven flows , supported by a so

Jefferies analysts say the U.S. is entering a new phase in its critical-minerals strategy , with policy shifts aimed at reducing reliance on Chinese supply chains and securing access to rare materials vital for energy transition and defense. The Policy Pivot The report highlights how the Inflation Reduction Act (IRA) , the Defense Production Act (DPA) , and the Department of Energy’s loan programs  are working together to reshape global mining and processing priorities. Under

Industrial metals slid this week as a global tech led market correction  rippled through commodities, with traders pulling back from cyclical assets amid fears of slower manufacturing demand and tightening liquidity. Market Pressure Builds Copper, aluminum, and zinc typically viewed as leading indicators of economic health all drifted lower as risk sentiment deteriorated . The move followed sharp losses in tech and semiconductor stocks, which spilled over into raw material ma

Natural gas prices slipped this week as unseasonably mild temperatures  across North America and Europe reduced heating demand, while high storage levels left little urgency among buyers. After months of supply fears, the market has shifted toward surplus management, with traders now betting on softer winter consumption. Weather and Demand Softness Forecasts for a warm start to November across major consuming regions pushed utilities to delay spot purchases. European gas hubs

Global wheat prices  crept higher this week as worsening weather in key growing regions and tightening export routes reignited supply concerns. After months of stable trade, markets are once again facing the dual shock of climate volatility and logistical strain a combination that’s beginning to ripple through global food costs. Weather Woes and Crop Damage Meteorological reports from the U.S. Midwest and parts of Eastern Europe point to excessive rainfall and early frost ,